SASOL HOSTS CAPITAL MARKETS DAY AND THE SASOL LIMITED BOARD APPROVES A CHANGE IN DIVIDEND POLICY
Sasol Limited (SSL) announced two key updates on May 20, 2025. First, the company is hosting a Capital Markets Day to present its strategic plans focused on strengthening its foundation and positioning for growth. The strategy encompasses restoring the Southern Africa value chain, resetting International Chemicals business, pursuing growth and transformation, and advancing emissions reduction commitments.
Additionally, the Board approved a significant change to its dividend policy, adjusting the dividend trigger threshold from US$4 billion to a more conservative US$3 billion in sustainable net debt (excluding leases). This revision aims to better align with market volatility and maintain a resilient balance sheet.
Sasol Limited (SSL) ha annunciato due aggiornamenti importanti il 20 maggio 2025. Innanzitutto, l'azienda organizzerà una Capital Markets Day per presentare i suoi piani strategici focalizzati sul rafforzamento delle basi e sul posizionamento per la crescita. La strategia comprende il ripristino della catena del valore in Africa meridionale, la ristrutturazione del business International Chemicals, la ricerca di crescita e trasformazione e il progresso negli impegni per la riduzione delle emissioni.
Inoltre, il Consiglio di Amministrazione ha approvato una modifica significativa alla politica dei dividendi, abbassando la soglia di attivazione del dividendo da 4 miliardi di dollari USA a una soglia più prudente di 3 miliardi di dollari USA di debito netto sostenibile (esclusi i leasing). Questa revisione mira a meglio allinearsi alla volatilità del mercato e a mantenere un bilancio solido.
Sasol Limited (SSL) anunció dos actualizaciones clave el 20 de mayo de 2025. Primero, la compañía organizará un Capital Markets Day para presentar sus planes estratégicos enfocados en fortalecer su base y posicionarse para el crecimiento. La estrategia incluye restaurar la cadena de valor en África Austral, reajustar el negocio de International Chemicals, buscar crecimiento y transformación, y avanzar en los compromisos de reducción de emisiones.
Además, la Junta aprobó un cambio significativo en su política de dividendos, ajustando el umbral para activar el dividendo de 4 mil millones de dólares estadounidenses a un nivel más conservador de 3 mil millones de dólares en deuda neta sostenible (excluyendo arrendamientos). Esta revisión busca alinearse mejor con la volatilidad del mercado y mantener un balance sólido.
Sasol Limited (SSL)는 2025년 5월 20일 두 가지 주요 업데이트를 발표했습니다. 첫째, 회사는 자본시장 데이를 개최하여 기초를 강화하고 성장 기반을 마련하는 전략 계획을 발표할 예정입니다. 전략에는 남아프리카 가치 사슬 복원, 국제 화학 사업 재설정, 성장 및 변혁 추구, 배출 감소 약속 진전이 포함됩니다.
또한, 이사회는 배당 정책에 중대한 변경을 승인하여 배당금 지급 조건을 40억 달러에서 보다 보수적인 30억 달러의 지속 가능한 순부채(리스 제외)로 조정했습니다. 이 개정은 시장 변동성에 더 잘 대응하고 견고한 재무구조를 유지하기 위한 것입니다.
Sasol Limited (SSL) a annoncé deux mises à jour importantes le 20 mai 2025. Tout d’abord, la société organise une Capital Markets Day pour présenter ses plans stratégiques visant à renforcer ses bases et à se positionner pour la croissance. La stratégie comprend la restauration de la chaîne de valeur en Afrique australe, la réorganisation de l’activité International Chemicals, la recherche de croissance et de transformation, ainsi que l’avancement des engagements de réduction des émissions.
De plus, le conseil d’administration a approuvé une modification significative de sa politique de dividendes, en ajustant le seuil déclencheur du dividende de 4 milliards de dollars US à un seuil plus conservateur de 3 milliards de dollars de dette nette durable (hors contrats de location). Cette révision vise à mieux s’adapter à la volatilité du marché et à maintenir un bilan solide.
Sasol Limited (SSL) gab am 20. Mai 2025 zwei wichtige Neuigkeiten bekannt. Erstens veranstaltet das Unternehmen einen Capital Markets Day, um seine strategischen Pläne vorzustellen, die darauf abzielen, die Grundlage zu stärken und Wachstumspotenziale zu nutzen. Die Strategie umfasst die Wiederherstellung der Wertschöpfungskette in Südafrika, die Neuausrichtung des International Chemicals-Geschäfts, das Streben nach Wachstum und Transformation sowie die Förderung der Verpflichtungen zur Emissionsreduzierung.
Zusätzlich genehmigte der Vorstand eine bedeutende Änderung der Dividendenpolitik, indem die Schwelle für die Dividendenauslösung von 4 Milliarden US-Dollar auf eine konservativere Schwelle von 3 Milliarden US-Dollar nachhaltiger Nettoverschuldung (ohne Leasingverbindlichkeiten) gesenkt wurde. Diese Anpassung soll besser auf die Marktvolatilität reagieren und eine widerstandsfähige Bilanz sicherstellen.
- Board's commitment to maintaining a resilient balance sheet
- Strategic focus on strengthening foundation business and positioning for growth
- Clear emissions reduction commitments through dedicated roadmap
- More stringent dividend policy with higher debt threshold requirement
- Increased difficulty in achieving dividend payments due to stricter criteria
Capital markets day
The update on the strategy focuses on plans to:
- Restore the
Southern Africa value chain; - Reset the International Chemicals business;
- Grow and Transform the business; and
- Progress the emissions reduction commitments aligned to Sasol's Emissions Reduction Roadmap (ERR).
These plans are underpinned by a robust financial framework aimed at delivering value, reducing debt, and restoring shareholder returns.
The live webcast presentation will commence at 10:00 SAST. To access the webcast, please register using the following link: https://evolve.eventoptions.co.za/register/sasolcmdvirtual/single
Presentation materials will be available on Sasol's website at https://www.sasol.com/index.php/investor-centre/capital-markets-day
A recording of the webcast will be made available online following the event.
Change in dividend policy
Shareholders are advised that the Sasol Limited Board of Directors ("the Board") has approved a revision to the Company's dividend policy.
Previously, Sasol's dividend policy included a dividend trigger based on achieving a sustainable net debt below
All other elements of the dividend policy remain unchanged.
This revised policy is considered a prudent step, better aligned with the prevailing volatility in the macro-economic environment and Sasol's commitment to maintaining a resilient balance sheet and ensuring sustainable future shareholder returns.
For further information, please contact:
Sasol Investor Relations,
Tiffany Sydow, VP Investor Relations
Telephone: +27 (0) 71 673 1929
investor.relations@sasol.com
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SOURCE Sasol Limited
FAQ
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